Econ Financial Services’s American Electric Power AEP Stock Holding History

Econ Financial Services’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,106	Closed	-$237K	–	77
2025 Q3	$237K	Hold	2,106	–	–	0.12%	73
2025 Q2	$219K	Hold	2,106	–	–	0.11%	82
2025 Q1	$230K	Buy	+2,106	New	+$213K	0.12%	76
2024 Q4	–	Sell	-2,106	Closed	-$216K	–	83
2024 Q3	$216K	Buy	+2,106	New	+$206K	0.12%	68
2022 Q3	–	Sell	-2,106	Closed	-$202K	–	75
2022 Q2	$202K	Hold	2,106	–	–	0.16%	75
2022 Q1	$210K	Sell	2,106 -10,327	-83%	-$944K	0.16%	61
2021 Q4	$1.11M	Buy	+12,433	New	+$1.05M	0.82%	33

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Econ Financial Services's AEP Position: Q4 2025 in Review

Econ Financial Services sold out of American Electric Power (AEP) in Q4 2025, closing a stake of 2,106 shares — an estimated $237K sold.

Econ Financial Services first reported a position in AEP in Q4 2021 and held it in 7 quarters. The position peaked at $1.11M in Q4 2021. 1,855 funds tracked by Wall St. Rank hold AEP as of Q4 2025.

Econ Financial Services reported no remaining American Electric Power position as of Q4 2025 after selling out during the quarter.
Econ Financial Services sold 2,106 American Electric Power shares in Q4 2025, an estimated $237K.
Econ Financial Services first reported a position in American Electric Power in Q4 2021 and held it in 7 quarters.
Econ Financial Services's American Electric Power position peaked at $1.11M in Q4 2021.
1,855 funds tracked by Wall St. Rank held American Electric Power as of Q4 2025.

Based on Econ Financial Services's 13F filing for Q4 2025, filed 15 Jan 2026.